HomeMy WebLinkAbout10-16-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
i'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ±^'ARPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -~ ~,.,~ , ,
HARRISBURG PA 17128-0601
REY-1547 EX AFP (01-09)
,~,.-,;-~, s~ °~•,~ ~• v8 DATE 10-12-2009
` "'~ ~ i ESTATE OF ENGLE DANIEL B
_ DATE OF DEATH 09-15-2006
_ _ FILE NUMBER 21 06-0830
COUNTY CUMBERLAND
DAVID H STONE ESQ" ACN 101
STONE ETAL APPEAL DATE: 12-11-2009
414 BRIDGE ST (See reverse side under Objections)
NEW CUMBERLAND PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -- RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ENGLE DANIEL B FILE N0. 21 06-0830 ACN 101 DATE 10-12-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses
10. Debts/Mortgage Liabilities/Liens (Schedule
11
12
13
14
Total Deductions
Net Value of Tax Return
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ce) 6,893.55
12,068.09
(Schedule H) C9)
I) (10) .00
(11) 1?.068.09
clz) 5, 174.54-
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
Net Value of Estate Subject to Tax C14) 5, 174.54-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X DO = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (19)= .00
rex rornrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
cl) .00
(2) .00
(3) .00
(4) .00
(5) 6 , 893.55
c6) .00
(7) .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~,
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE<~'?J~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) `~